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Information Velocity
“The rate at which data is created, transmitted, processed, stored and repurposed − has been the key determinant of economic growth, innovation and competitive advantage throughout history, but there has been no point in time more dependent on information velocity than today. There are barriers and white space opportunities in the TMT and ICT industries that are screaming for attention.” .” - Michael Elling, CEO/Founder, IVP Capital
IVP Capital: helping clients seize opportunities & remove
barriers to facilitate faster velocity of information
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Analytics
Strategy
Capital | |
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Objective
Thorough
Forecasts | |
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We are in the early stages of a very large strategic cycle; bigger than the Wintel/Internet and digital wireless cycles begun in the early 1990s that resulted from the vertical, not structural, separation of MaBell in 1983. This "4th Wave" is an outgrowth of three prior waves of digitization that took place during the 1980s-90s. Each of these waves was marked by shifts from analog to digital pricing, with 99%+ price declines over 10 years offset by:
- pricing elasticity
- application elasticity
- private to public demand shifts
Revenues grew and new economies developed that few could perceive or predict in the late 1970s. We see the 4th wave--a broadband IP Tsunami crashing on the traditional service providers and other traditional "analog" business models (health, government, education, transportation, manufacturing)--resembling the 3 prior waves. IVP uses the blueprints and lessons learned in supply and demand from those first 3 waves to assist clients in riding out and navigating this cycle.
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